LEFP
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Leading Edge Financial Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Leading Edge Financial Planning’s Portfolio DUSB Stock Details DUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.09M Buy
139,804
+8,151
+6% +$414K 1.49% 15
2025
Q4 		$6.67M Buy
131,653
+13,882
+12% +$705K 1.52% 15
2025
Q3 		$5.98M Buy
117,771
+13,900
+13% +$706K 1.5% 15
2025
Q2 		$5.27M Buy
103,871
+9,279
+10% +$471K 1.47% 15
2025
Q1 		$4.8M Buy
94,592
+7,891
+9% +$400K 1.5% 14
2024
Q4 		$4.39M Buy
+86,701
New +$4.4M 1.44% 14

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

Leading Edge Financial Planning's DUSB Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 6.2% in Q1 2026, buying an estimated $414K and bringing the position to 139,804 shares worth $7.09M. The position accounts for 1.49% of the portfolio, ranked #15.

Leading Edge Financial Planning first reported a position in DUSB in Q4 2024 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Leading Edge Financial Planning held 139,804 shares of Dimensional Ultrashort Fixed Income ETF worth $7.09M as of Q1 2026.
  • Leading Edge Financial Planning bought 8,151 Dimensional Ultrashort Fixed Income ETF shares in Q1 2026, an estimated $414K.
  • Dimensional Ultrashort Fixed Income ETF made up 1.49% of Leading Edge Financial Planning's portfolio in Q1 2026, its #15 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.